HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST
Cite this
Plain text HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365. Retrieved 2026-10-26.
APA furp.org. (n.d.). HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 26, 2026, from https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365
MLA “HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST.” furp.org, tax years 2014–2025, https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $12.1M · expenses $3.4M · assets $140.0M
- Also known as
- HEALTH BENEFIT TRUST
- EIN
- 46-4309365
- Address
- 150 BROADWAY RIVERVIEW CENTER 280, MENANDS, NY 12204-0000
- Website
- WWW.HEALTHRESEARCH.ORG
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- March 2015 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) PLAN ESTABLISHED TO REIMBURSE RETIREE MEDICAL EXPENSES TO ELIGIBLE EMPLOYEES OF HEALTH RESEARCH, INC.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Teresa Makarowsky | CORPORATE CONTROLLER | 2015-2025 | $231,239 | $2,026,741 | 2 |
| Elizabeth Wood | EXECUTIVE DIRECTOR | 2024-2025 | $262,445 | $498,286 | 2 |
| Michael Nazarko | VICE PRESIDENT | 2021-2025 | $10,500 | $45,150 | 2 |
| Cheryl Mattox (former) | EXECUTIVE DIRECTOR (THRU 9/2024) | 2014-2024 | $211,996 | $2,248,324 | 2 |
| Howard A Zucker Md (former) | PRESIDENT | 2014-2021 | $76,911 | $486,246 | 1 |
| Barbara Ryan (former) | EXECUTIVE DIRECTOR OF PLAN SPONSOR | 2014 | $175,071 | $175,071 | 2 |
| Nirav R Shah Md Mph (former) | FORMER PRESIDENT | 2014 | $28,060 | $28,060 | 2 |
Officers and directors, no compensation reported
20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Andrew Ruby | SECRETARY/TREASURER | 2020-2025 | 2 | $0 reported | 2 |
| Tim Reynolds Cpa | DIRECTOR | 2015-2025 | 0 | $0 reported | 2 |
| Justin P Runke Esq | DIRECTOR | 2017-2025 | 0 | $0 reported | 2 |
| Mary Applegate | DIRECTOR | 2021-2025 | 0 | $0 reported | 2 |
| James V Mcdonald | PRESIDENT | 2022-2025 | 2 | $0 reported | 2 |
| Mary Beth Hefner | DIRECTOR | 2024-2025 | 0 | $0 reported | 2 |
| Russel Kuon | DIRECTOR | 2025 | 0 | $0 reported | 2 |
| Michael B Sexton Esq (former) | DIRECTOR | 2014-2024 | 0 | $0 reported | 2 |
| Candace Johnson (former) | DIRECTOR | 2014-2024 | 0 | $0 reported | 2 |
| Mary T Bassett Md (former) | PRESIDENT (THROUGH 1/2023) | 2021-2022 | 2 | $0 reported | 2 |
| Marybeth Hefner (former) | SECRETARY / TREASURER | 2014-2019 | 2 | $0 reported | 2 |
| Bradley Hutton (former) | VICE PRESIDENT | 2019 | 2 | $0 reported | 2 |
| David Hernandez (former) | DIRECTOR | 2014-2019 | 0 | $0 reported | 2 |
| Kunle Odunsi (former) | DIRECTOR | 2016-2019 | 0 | $0 reported | 2 |
| Sally Dreslin (former) | VICE PRESIDENT | 2015-2018 | 5 | $0 reported | 2 |
| Magdalena Ramirez (former) | DIRECTOR | 2014-2018 | 0 | $0 reported | 2 |
| James Dering Esq (former) | DIRECTOR | 2014-2015 | 0 | $0 reported | 2 |
| Dale L Morse Md (former) | DIRECTOR | 2015 | 0 | $0 reported | 1 |
| Sue E Kelly (former) | FORMER VICE PRESIDENT | 2014 | 5 | $0 reported | 2 |
| Donald L Trump Md (former) | FORMER DIRECTOR | 2014 | 0 | $0 reported | 2 |
People by year
2025 · 10 people listed · 3 paid, $504K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELIZABETH WOOD | EXECUTIVE DIRECTOR | 1 | $0 | $190,252 | $72,193 | $262,445 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER | 1 | $0 | $161,051 | $70,188 | $231,239 | 2 |
| MICHAEL NAZARKO | VICE PRESIDENT | 2 | $0 | $10,500 | $0 | $10,500 | 2 |
| JAMES V MCDONALD | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY APPLEGATE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY BETH HEFNER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| RUSSEL KUON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2024 · 12 people listed · 4 paid, $670K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELIZABETH WOOD | EXECUTIVE DIRECTOR (START 8/2024) | 1 | $0 | $172,453 | $63,388 | $235,841 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER | 1 | $0 | $161,894 | $56,907 | $218,801 | 2 |
| CHERYL MATTOX | EXECUTIVE DIRECTOR (THRU 9/2024) | 1 | $0 | $161,522 | $50,474 | $211,996 | 2 |
| MICHAEL NAZARKO | VICE PRESIDENT | 2 | $0 | $3,780 | $0 | $3,780 | 2 |
| JAMES V MCDONALD | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY APPLEGATE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY BETH HEFNER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2023 · 10 people listed · 2 paid, $441K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $176,741 | $56,162 | $232,903 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $154,296 | $53,801 | $208,097 | 2 |
| MICHAEL NAZARKO | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES V MCDONALD | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY APPLEGATE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2022 · 11 people listed · 3 paid, $445K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $172,407 | $66,161 | $238,568 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $143,418 | $60,457 | $203,875 | 2 |
| MICHAEL NAZARKO | VICE PRESIDENT | 2 | $0 | $2,850 | $0 | $2,850 | 2 |
| MARY T BASSETT MD | PRESIDENT (THROUGH 1/2023) | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES V MCDONALD | PRESIDENT (EFFECTIVE 1/2023) | 2 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MARY APPLEGATE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2021 · 11 people listed · 4 paid, $537K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $165,786 | $64,842 | $230,628 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $140,292 | $60,702 | $200,994 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 2 | $0 | $66,821 | $10,090 | $76,911 | 1 |
| MICHAEL NAZARKO | DIRECTOR | 0 | $0 | $28,020 | $0 | $28,020 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY T BASSETT MD | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY APPLEGATE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2020 · 8 people listed · 3 paid, $471K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $160,655 | $52,304 | $212,959 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PLAN | 1 | $0 | $133,262 | $48,144 | $181,406 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 2 | $0 | $66,958 | $9,441 | $76,399 | 1 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RUBY | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 11 people listed · 3 paid, $458K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $157,220 | $50,006 | $207,226 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $130,786 | $44,829 | $175,615 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 2 | $0 | $65,927 | $9,098 | $75,025 | 1 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| KUNLE ODUNSI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| BRADLEY HUTTON | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 12 people listed · 3 paid, $441K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $153,640 | $48,290 | $201,930 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $122,862 | $42,427 | $165,289 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 10 | $0 | $64,538 | $8,906 | $73,444 | 1 |
| SALLY DRESLIN | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| MAGDALENA RAMIREZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| KUNLE ODUNSI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2017 · 12 people listed · 3 paid, $421K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN | 1 | $0 | $147,285 | $47,341 | $194,626 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PL | 1 | $0 | $113,994 | $41,015 | $155,009 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 10 | $0 | $62,689 | $8,651 | $71,340 | 1 |
| SALLY DRESLIN | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| MAGDALENA RAMIREZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| KUNLE ODUNSI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN P RUNKE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2016 · 11 people listed · 3 paid, $401K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN SPONSOR | 0 | $0 | $139,004 | $46,016 | $185,020 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PLAN SPONSOR | 0 | $0 | $105,719 | $40,690 | $146,409 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 10 | $0 | $61,000 | $8,418 | $69,418 | 1 |
| SALLY DRESLIN | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| MAGDALENA RAMIREZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| KUNLE ODUNSI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2015 · 12 people listed · 3 paid, $355K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHERYL MATTOX | EXECUTIVE DIRECTOR OF PLAN SPONSOR | 0 | $0 | $124,750 | $46,474 | $171,224 | 2 |
| TERESA MAKAROWSKY | CORPORATE CONTROLLER OF PLAN SPONSOR | 0 | $0 | $95,948 | $44,059 | $140,007 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 10 | $0 | $38,008 | $5,701 | $43,709 | 1 |
| SALLY DRESLIN | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E DERING ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DALE L MORSE MD | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MAGDALENA RAMIREZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM REYNOLDS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2014 · 12 people listed · 3 paid, $364K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BARBARA RYAN | EXECUTIVE DIRECTOR OF PLAN SPONSOR | 0 | $0 | $145,529 | $29,542 | $175,071 | 2 |
| CHERYL A MATTOX | DIRECTOR OF CORPORATE FINANCE OF PLAN SPONSOR | 0 | $0 | $117,999 | $43,245 | $161,244 | 2 |
| NIRAV R SHAH MD MPH | FORMER PRESIDENT | 10 | $0 | $23,462 | $4,598 | $28,060 | 2 |
| HOWARD A ZUCKER MD | PRESIDENT | 10 | $0 | $0 | $0 | $0 | 1 |
| SUE E KELLY | FORMER VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| MARYBETH HEFNER | SECRETARY / TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E DERING ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MAGDALENA RAMIREZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL B SEXTON ESQ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DONALD L TRUMP MD | FORMER DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| CANDACE JOHNSON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| DAVID HERNANDEZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $12,117,464 | $3,409,761 | $140,025,758 | $140,013,749 | $0 | $2,540,701 | $0 | 0 | 0 |
| 2024 · Form 990 | ||||||||
| $23,312,393 | $3,275,369 | $125,179,359 | $125,167,386 | $0 | $2,979,809 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $4,724,092 | $2,912,970 | $120,325,911 | $120,325,911 | $0 | $2,519,598 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $7,551,751 | $2,981,639 | $105,246,544 | $105,246,544 | $0 | $2,384,538 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $11,680,215 | $2,839,909 | $111,523,561 | $111,523,561 | $0 | $2,261,422 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $7,820,890 | $2,487,213 | $110,350,727 | $110,350,727 | $0 | $2,271,430 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $5,745,152 | $2,600,133 | $82,515,794 | $82,515,794 | $0 | $2,262,215 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $9,443,432 | $2,691,853 | $88,230,725 | $88,230,725 | $0 | $2,303,622 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $3,906,827 | $2,544,395 | $88,859,274 | $88,859,274 | $0 | $2,199,789 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $4,170,412 | $2,387,664 | $81,702,212 | $81,702,212 | $0 | $2,151,883 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $3,327,070 | $1,950,272 | $74,013,009 | $74,013,009 | $0 | $2,112,489 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $78,695,468 | $1,032,639 | $76,061,301 | $76,061,301 | $0 | $77,764,749 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- HEALTH RESEARCH INCORPORATED ELIZABETH WOOD Menands, NY · 10 people in common (Andrew Ruby, Elizabeth Wood, James V Mcdonald) · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUST | NY | Y43 | $24,199,676 | $3,161,837 | TRUSTEE | $1,500 | Same NTEE code Y43, revenue within 2x, same state |
| FORD FOUNDATION VEBA TRUST | NY | Y43 | $8,281,560 | $7,625,262 | TRUSTEE (THRU 12/12/2024) | $24,726 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ROYAL HEALTH BENEFITS TR | NY | Y43 | $22,382,796 | $20,022,411 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| MILENIA HEALTH BENEFIT TRUST | NY | Y43 | $7,266,927 | $6,405,700 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PLATINUM HOME CARE HEALTH BENEFITS TR | NY | Y43 | $9,700,650 | $6,124,831 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| MULTIFAMILY INS TR | NY | Y43 | $10,187,900 | $9,294,547 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| MARBLE INDUSTRY TRUST FUND | NY | Y43 | $12,202,247 | $12,158,307 | Payroll Auditor | $152,148 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| THE YWCA RETIREMENT FUND INC | NY | Y43 | $19,949,886 | $38,285,230 | Chief Executive Officer | $481,650 | Same NTEE code Y43, revenue within 2x, same state |
| NEW YORK UNIVERSITY VEBA TRUST | NY | Y43 | $9,879,675 | $177,376 | Trustee (Start date: 11/01/2024) | $135,612 | Same NTEE code Y43, revenue within 2x, same state |
| NYSUT RETIREE VEBA HEALTH FUND | NY | Y43 | $14,390,641 | $12,308,674 | TRUSTEE/CHAIRPERSON | $345,374 | Same NTEE code Y43, revenue within 2x, same state |
| TWU LOCAL 100 HEALTH FUND | NY | Y43 | $22,337,428 | $19,152,850 | TRUSTEE | $252,416 | Same NTEE code Y43, revenue within 2x, same state |
| AMALGAMATED TRANSIT WORKERS LOCAL 854 HEALTH BENEFIT FUND | NY | Y43 | $6,560,605 | $6,532,851 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ATHENS RESTAURANT EMPLOYEES HEALTH INS FUND | NY | Y43 | $7,718,887 | $7,197,330 | TRUSTEE | $2,750 | Same NTEE code Y43, revenue within 2x, same state |
| DOMINION RESOURCES SERVICES INC RETIREE MEDICAL WELFARE TR | NY | Y43 | $9,779,631 | $3,302,147 | TRUSTEE (See Schedule O) | $36,723 | Same NTEE code Y43, revenue within 2x, same state |
| MINOR LEAGUE BASEBALL TR | NY | Y43 | $21,478,681 | $19,639,125 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN | NY | Y43 | $7,884,864 | $1,031,407 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state |
| STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST | NY | Y43 | $8,803,243 | $8,696,461 | TRUSTEE | $14,500 | Same NTEE code Y43, revenue within 2x, same state |
| NYSNA TUITION AND CONTINUING EDUCATION FUND | NY | Y43 | $7,638,324 | $6,804,381 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TEAMSTERS LOCAL 294 ALBANY AREA TRU CKING & ALLIED INDUSTRIES HEALTH | NY | Y43 | $14,960,584 | $15,469,392 | FUND ADMINISTRATOR | $133,695 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED EMPLOYEES HEALTH PLANS | NY | Y43 | $13,967,871 | $14,582,895 | TRUSTEE (P) | $77,077 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED WORKERS HEALTH FUND | NY | Y43 | $8,201,212 | $5,816,867 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| AMALGAMATED UNION LOCAL 450-A WELFARE FUND | NY | Y43 | $8,127,285 | $8,109,552 | TRUSTEE | $46,000 | Same NTEE code Y43, revenue within 2x, same state |
| DIRECT ADVISORS TRUST | NY | Y43 | $20,283,924 | $20,283,924 | TRUSTEE | $94,976 | Same NTEE code Y43, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $3,409,761 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,343,661 | - | - | - | 98.1% | |
| Fees: investment management | $66,100 | - | - | - | 1.9% | |
| Total | $3,409,761 | 100% |
2024 · Form 990 · $3,275,369 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,189,003 | - | - | - | 97.4% | |
| Fees: investment management | $86,366 | - | - | - | 2.6% | |
| Total | $3,275,369 | 100% |
2023 · Form 990 · $2,912,970 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,792,500 | - | - | - | 95.9% | |
| Fees: investment management | $120,470 | - | - | - | 4.1% | |
| Total | $2,912,970 | 100% |
2022 · Form 990 · $2,981,639 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,864,755 | - | - | - | 96.1% | |
| Fees: investment management | $116,884 | - | - | - | 3.9% | |
| Total | $2,981,639 | 100% |
2021 · Form 990 · $2,839,909 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,727,083 | - | - | - | 96.0% | |
| Fees: investment management | $112,826 | - | - | - | 4.0% | |
| Total | $2,839,909 | 100% |
2020 · Form 990 · $2,487,213 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,377,895 | - | - | - | 95.6% | |
| Other (as described) | MISCELLANEOUS | $109,318 | - | - | - | 4.4% |
| Total | $2,487,213 | 100% |
2019 · Form 990 · $2,600,133 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,493,573 | - | - | - | 95.9% | |
| Other (as described) | MISCELLANEOUS | $106,560 | - | - | - | 4.1% |
| Total | $2,600,133 | 100% |
2018 · Form 990 · $2,691,853 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,387,496 | - | - | - | 88.7% | |
| Fees: investment management | $181,762 | - | - | - | 6.8% | |
| Fees: other services | $81,554 | - | - | - | 3.0% | |
| Other (as described) | MISCELLANEOUS | $41,041 | - | - | - | 1.5% |
| Total | $2,691,853 | 100% |
2017 · Form 990 · $2,544,395 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,212,712 | - | - | - | 87.0% | |
| Fees: investment management | $247,878 | - | - | - | 9.7% | |
| Fees: other services | $67,505 | - | - | - | 2.7% | |
| Other (as described) | MISCELLANEOUS | $16,300 | - | - | - | 0.6% |
| Total | $2,544,395 | 100% |
2016 · Form 990 · $2,387,664 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,080,754 | - | - | - | 87.1% | |
| Fees: investment management | $234,134 | - | - | - | 9.8% | |
| Fees: other services | $58,726 | - | - | - | 2.5% | |
| Other (as described) | MISCELLANEOUS | $14,050 | - | - | - | 0.6% |
| Total | $2,387,664 | 100% |
2015 · Form 990 · $1,950,272 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,660,018 | - | - | - | 85.1% | |
| Fees: investment management | $217,512 | - | - | - | 11.2% | |
| Fees: other services | $55,542 | - | - | - | 2.8% | |
| Other (as described) | MISCELLANEOUS | $17,200 | - | - | - | 0.9% |
| Total | $1,950,272 | 100% |
2014 · Form 990 · $1,032,639 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $892,545 | - | - | - | 86.4% | |
| Fees: investment management | $117,090 | - | - | - | 11.3% | |
| Fees: other services | $23,004 | - | - | - | 2.2% | |
| Total | $1,032,639 | 100% |
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